Supertake
Illustration for Sports: The Last Real Show

Sports: The Last Real Show

Jesse Buller@jessebuller

The idea

I believe live sports are the one kind of content AI can't fake, so as trust in everything else erodes, the money flows toward whoever owns the games. I'm expressing this through the teams and leagues themselves, then filling out with the arenas and ticket sellers games depend on and the companies that hold official league data, plus a modest cash buffer. No single name dominates, and I'm holding for years rather than trading the news.

What it owns

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  • Cash8%